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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
PAG
2726
Private Advisory Group
Washington
$506M +$1.2M +0.2% 2.47% 177% 226 24.34%
PCS
2727
Personal CFO Solutions
New Jersey
$506M +$13.2M +3% 1.56% 91.4% 506 17.79%
MWA
2728
Monograph Wealth Advisors
California
$506M +$39.8M +9% 3.11% 68% 133 36.84%
BBNA
2729
Bremer Bank National Association
Minnesota
$506M -$19M -4% 2.86% 37.4% 201 6.97%
IR
2730
IAT Reinsurance
New York
$505M -$12.8M -2% 1.71% 60.2% 87 14.94%
WIA
2731
World Investment Advisors
California
$505M -$12.2M -2% 3.28% 65.4% 286 15.73%
NA
2732
Nordwand Advisors
Pennsylvania
$505M -$78.7M -13% 4.32% 93% 130 13.08%
PSP
2733
Principal Street Partners
Tennessee
$505M +$84M +20% 5.47% 91% 236 16.95%
SAM
2734
Synergy Asset Management
Washington
$504M +$100M +25% 2.77% 97.3% 158 62.03%
BC
2735
Bricktown Capital
Michigan
$504M -$286M -36% 3.88% 40.8% 24 8.33%
GWWM
2736
Great Waters Wealth Management
Minnesota
$504M +$812K +0.2% 3.44% 46.3% 97 6.19%
MWM
2737
Marietta Wealth Management
Georgia
$503M -$27.3M -5% 2.59% 83.8% 110 11.82%
RBCM
2738
Raub Brock Capital Management
California
$503M -$29.6M -6% 0.99% 56.3% 67 8.96%
SRFM
2739
Shannon River Fund Management
New York
$503M +$102M +25% 6.88% 554% 23 65.22%
RCM
2740
Radnor Capital Management
Pennsylvania
$503M +$269M +115% 2.72% 86.6% 306 60.46%
GGH
2741
GCM Grosvenor Holdings
Illinois
$502M +$271M +117% 4.17% 78.7% 22 45.45%
TW
2742
TrinityPoint Wealth
Connecticut
$502M -$10.3M -2% 2.7% 28.4% 301 11.96%
AIM
2743
Alpine Investment Management
Hong Kong
$500M +$73.3M +17% 4.76% 33.7% 18 77.78%
ACS
2744
Archford Capital Strategies
Illinois
$500M -$27.5M -5% 3.36% 76.2% 283 6.71%
LFA
2745
Legacy Financial Advisors
Kentucky
$500M -$35.8M -7% 3.34% 86.3% 282 13.12%
MFWP
2746
Mosaic Family Wealth Partners
Missouri
$499M -$9.66M -2% 3.35% 67.5% 187 4.81%
CANC
2747
Culbertson A N & Co
Virginia
$498M -$19.2M -4% 2.83% 80.7% 116 1.72%
SSA
2748
South Street Advisors
New York
$498M -$6.8M -1% 0.93% 169% 76 11.84%
CICI
2749
Capital Investment Counsel Inc
North Carolina
$498M -$18.9M -4% 2.96% 153% 220 24.09%
ZAM
2750
Zevin Asset Management
Massachusetts
$497M -$975K -0.2% 1.7% 71.7% 93 21.51%